The Canadian investment industry is at an inflection point. Fee compression, regulatory tightening and an accelerating shift into private and alternative assets are pushing leaders to fundamentally redesign how they work.
To understand where the industry is placing its bets—and where gaps remain—RBC Investor Services partnered with ValueExchange to survey 176 Canadian asset managers, asset owners and wealth managers on the Canadian Investment Operations Playbook.
The report explores three interconnected challenges reshaping the industry right now:
- The revolving asset mix: A 28% reduction in listed equity exposure is forecast over the next three years, while alts and private equity are set for double-digit growth. Is your operational backbone keeping pace?
- The pivot to achieve scale: Nearly all firms are planning technological changes in the next 24 months. The firms winning are building blended models that outsource execution while insourcing governance.
- The valuation safety net: Seven in ten asset managers report NAV-related issues today, with root causes from complex asset valuation to data issues and manual errors.
Whether you’re rethinking your asset mix, your operating model or your tech stack, this playbook gives you the data—and the framework—to help you make smarter decisions.
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